Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Horizon Family Wealth, Inc. (CIK 1910660) reported $189.3M across 87 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BILS ($17.4M, 9.17%), VUG ($14.2M, 7.51%), GSIE ($13.7M, 7.23%), GSLC ($11.7M, 6.16%), IVW ($11.1M, 5.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BILS | SPDR SERIES TRUST | $17.4M | 9.17% | 174,529 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $14.2M | 7.51% | 32,542 | Trimmed |
| 3 | GSIE | GOLDMAN SACHS ETF TR | $13.7M | 7.23% | 317,208 | Trimmed |
| 4 | GSLC | GOLDMAN SACHS ETF TR | $11.7M | 6.16% | 93,223 | Trimmed |
| 5 | IVW | ISHARES TR | $11.1M | 5.86% | 98,028 | Trimmed |
| 6 | PVAL | PUTNAM ETF TRUST | $8.6M | 4.53% | 184,663 | Added |
| 7 | VO | VANGUARD INDEX FDS | $8.2M | 4.35% | 28,672 | Trimmed |
| 8 | SPYV | SPDR SERIES TRUST | $5.2M | 2.77% | 92,773 | Trimmed |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.1M | 2.68% | 10,590 | Added |
| 10 | RZG | INVESCO EXCHANGE TRADED FD T | $4.8M | 2.55% | 84,834 | Added |
| 11 | INTF | ISHARES TR | $4.3M | 2.29% | 111,307 | Trimmed |
| 12 | BINV | 2023 ETF SERIES TRUST | $4.1M | 2.16% | 99,082 | Added |
| 13 | PWV | INVESCO EXCHANGE TRADED FD T | $3.7M | 1.93% | 52,364 | Added |
| 14 | DIVG | INVESCO EXCH TRADED FD TR II | $3.7M | 1.93% | 105,576 | Trimmed |
| 15 | VB | VANGUARD INDEX FDS | $3.3M | 1.76% | 12,732 | Added |
| 16 | BBIN | J P MORGAN EXCHANGE TRADED F | $3.3M | 1.73% | 44,899 | Added |
| 17 | IMCG | ISHARES TR | $3.2M | 1.69% | 40,634 | Added |
| 18 | JSML | JANUS DETROIT STR TR | $3.1M | 1.66% | 44,772 | Trimmed |
| 19 | IJK | ISHARES TR | $2.9M | 1.51% | 28,405 | Added |
| 20 | SGOV | ISHARES TR | $2.5M | 1.31% | 24,648 | Added |
| 21 | XMHQ | INVESCO EXCHANGE TRADED FD T | $2.5M | 1.31% | 23,899 | Added |
| 22 | SHM | SPDR SERIES TRUST | $2.4M | 1.29% | 51,062 | Added |
| 23 | VFH | VANGUARD WORLD FD | $2.4M | 1.28% | 20,026 | Trimmed |
| 24 | SCLDX | CARILLON SER TR | $2.4M | 1.27% | 96,619 | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION | $2.0M | 1.03% | 11,230 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31